Headmaster's Internship Assignment #14
Raising Capital

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1. Define “Annual Fund” and explain what areas of the school are covered by the dollars raised in the AF.(2 points)

2. List one tax benefit of utilizing an AF. (2 points)

3. How are buildings and endowments funded? (2 points)

4. Define endowment and explain how an endowment benefits a school? ( 2 points)

5. Explain the difference between a major gift model of fundraising versus a live capital campaign. In your opinion, which do you feel is more effective ( 2 points)

6. Define the term “planned giving” and provide an example of a planned gift. ( 2 points)

7. Define the terms "cultivation" and "stewardship" and provide an example of each. (2 points)

8. List the two families or prospective donors with whom you met.. Beside each name, include a brief write-up of the ask. (10 points)

9. What did you learn from this exercise? List three to five answers. (5 points)

10. How do you feel our fundraising process could be improved? ( 5 points)

11. How could this exercise have been more helpful? (5 points)

12. On a 100 point scale, please self access your performance by entering a score and explain and support your grade.